Smartsheets for End User

• Basic understanding of project management

Audience

• End users

Smartsheets is a cloud-based platform designed to help individuals and teams manage projects, tasks, and workflows efficiently.

This instructor-led, live training (online or onsite) is aimed at beginner-level end users who wish to improve their project management and task tracking efficiency.

By the end of this training, participants will be able to:

• Understand the basic functionalities of Smartsheets.
• Learn how to navigate and customize Smartsheets to manage tasks, projects, and workflows effectively.
• Gain hands-on experience creating and managing sheets, reports, and dashboards.
• Collaborate with team members using Smartsheets for real-time project tracking and management.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Smartsheets

• Overview of Smartsheets: What it is and its key benefits
• Understanding the interface: Menu, toolbar, sheets, and templates
• Navigating Smartsheets and basic sheet creation
• Overview of Smartsheets' collaboration tools

Creating and Managing Sheets

• Creating a new sheet from scratch or using templates
• Adding and customizing columns
• Using rows and cells: Adding, editing, and formatting data
• Managing tasks: Assigning tasks, tracking status, and setting priorities
• Working with filters and conditional formatting for better data visualization

Advanced Features

• Automating workflows: Setting up reminders, approvals, and alerts
• Using formulas for calculations and data manipulation
• Linking sheets: Cross-sheet referencing and VLOOKUP
• Creating reports: Aggregating data from multiple sheets

Collaboration and Sharing

• Sharing sheets, reports, and dashboards with collaborators
• Collaborator permissions and access levels
• Using the comment feature for feedback and discussions
• Attaching files, links, and comments to specific tasks
• Real-time collaboration and tracking changes with cell history

Dashboards and Reporting

• Creating a dashboard: Visualizing project metrics and KPIs
• Adding charts, widgets, and reports to dashboards
• Customizing dashboard appearance for better user engagement
• Using reports to consolidate and view data from multiple sheets

Best Practices and Tips

• Organizing sheets, reports, and dashboards for optimal project management
• Best practices for using Smartsheets in team collaboration
• Tips for increasing productivity with Smartsheets features
• Q&A and troubleshooting common issues

Summary and Next Steps